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Dec 6, 2013
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heck, they're taking share from cisco, hence why this one's up 50% coming in and cisco up a puny 8%. i bet the stock keeps enjoying higher, and that is buttress by the outstounding quarter we got from finnistar. this stock continues to trade higher and ciena will give it another leg up. the final earnings report we'll get that matters this week is from lululemon athletic. it's just with the product. who will be the new ceo? worries about retail, sports apparel. these are all recipes for me wanting to stay away from lulu. and it's always packed. a lot of guys outside lululemon. what is that? hmm. doesn't matter. we need to see who the new ceo will be there and we need to see that this ceo will run the joint for a while before i get comfortable. i've got to see a couple of quarters. and that's because the incredibly good christine day has announced she's leaving, but we don't know why. sorry, that worries me. she's that good. by the way, i would buy the stock of any place she goes, even jc penney if that miracle would ever occur. but otherwise i'm going to pass lulu, too dicey for this
heck, they're taking share from cisco, hence why this one's up 50% coming in and cisco up a puny 8%. i bet the stock keeps enjoying higher, and that is buttress by the outstounding quarter we got from finnistar. this stock continues to trade higher and ciena will give it another leg up. the final earnings report we'll get that matters this week is from lululemon athletic. it's just with the product. who will be the new ceo? worries about retail, sports apparel. these are all recipes for me...
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Dec 6, 2013
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cisco. tomorrow starts here. a lot more than just powering the equipment. today, almost everything in here is made from oil and natural gas, plastics the scientists at exxonmobil helped engineer to make stronger and thinner. is an energy company even supposed to be in here? ♪ ask your doctor. energy lives here. ♪ >>> okay. for a moment, let me put my old trading hat on. let me tell you what i'd be saying to the troops at my old hedge fund. probably saying a little bit today, maybe tomorrow. it would go like this. i guess, guys, we've got to sell those drug stocks tomorrow on a big increase in interest rates after a strong payroll number, right? that's going to be the conversation. quick draw types all over the country are going to be dumping these health care stocks. why not? maybe some will be shorting. i might have shorted them. you can't be a short squeeze. these are big cap stocks that can't be squeezed higher. there are too many shares. but there can be -- and judging by the earlier rate scare this year, there should be a quick 4% to 5% decline in
cisco. tomorrow starts here. a lot more than just powering the equipment. today, almost everything in here is made from oil and natural gas, plastics the scientists at exxonmobil helped engineer to make stronger and thinner. is an energy company even supposed to be in here? ♪ ask your doctor. energy lives here. ♪ >>> okay. for a moment, let me put my old trading hat on. let me tell you what i'd be saying to the troops at my old hedge fund. probably saying a little bit today, maybe...
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Dec 6, 2013
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but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. a confident retirement. those dreams, there's just no way we're going to let them die. ♪ like they helped millions of others. by listening. planning. working one on one. that's what ameriprise financial does. that's what they can do with you. that's how ameriprise puts more within reach. ♪ that's how ameriprise puts more new business owner, it would be one thing i've learned is my philosophy is real simple american express open forum is an on-line community, that helps our members connect and share ideas to make smart business decisions. if you mess up, fess up. be your partners best partner. we built it for our members, but it's open for everyone. there's not one way to do something. no details too small. american express open forum. this is what membership is. this is what membership does. every day we're working to and to keep our commitments. and we've made a big commitment to america. bp supports nearly 250,000 jobs here.
but, of course, it's a good listener too. [ female announcer ] today cisco is connecting the internet of everything. so everything works like never before. a confident retirement. those dreams, there's just no way we're going to let them die. ♪ like they helped millions of others. by listening. planning. working one on one. that's what ameriprise financial does. that's what they can do with you. that's how ameriprise puts more within reach. ♪ that's how ameriprise puts more new business...
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Dec 6, 2013
12/13
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handle the checkout so we can work on that thing that's stuck in the thing. [ female announcer ] today, cisco is connecting the internet of everything. so everyone goes home happy. . >>> welcome back to "squawk on the street." the preliminary read on michigan is 82.5. i'm going to have to pull a sanford on that. that is a big number, way more than we were looking for. remember, it is a preliminary read. 85.1 in the july was the best since july of '07. obviously we're snugging up to these levels again. 82.5, it speaks for itself. will it be revived? i can't tell you. today is a two-for, very good news. carl, thank you very much. >> six with 60s with him right now. >> celgene is a buy here. >> liked asian ear, though. >> well, pell low. this is a. 's been on bele this is a very exciting thing. >> goldman conviction buy on dollar -- >> you know what's selling more? i hate to say this, the cigarettes. >> a lot of people thought the optical business might not be well for teleco. look out. the stock will be up more than this. >> you brought a lot of ideas to "mad" this week. what's on tonight? my f
handle the checkout so we can work on that thing that's stuck in the thing. [ female announcer ] today, cisco is connecting the internet of everything. so everyone goes home happy. . >>> welcome back to "squawk on the street." the preliminary read on michigan is 82.5. i'm going to have to pull a sanford on that. that is a big number, way more than we were looking for. remember, it is a preliminary read. 85.1 in the july was the best since july of '07. obviously we're snugging...